The 2017 and 2018 e-Pocket Tax Tables Guide is intended to be a quick reference guide. It is our recommendation that you always consult with a tax professional on tax related matters.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
These food myths will really put a drain on your wallet.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
It's important to make sure your retirement strategy anticipates health-care expenses.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
When to start? Should I continue to work? How can I maximize my benefit?
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here are five facts about Social Security that might surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.